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Henrickson Nauta Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Sell
10,456
-43
-0.4% -$5.68K 0.35% 27
2026
Q1 		$1.19M Sell
10,499
-10,659
-50% -$1.28M 0.33% 26
2025
Q4 		$2.63M Buy
21,158
+10,420
+97% +$1.28M 0.39% 22
2025
Q3 		$1.3M Hold
10,738
– – 0.41% 22
2025
Q2 		$1.18M Sell
10,738
-109
-1% -$10.8K 0.41% 22
2025
Q1 		$962K Sell
10,847
-49
-0.4% -$4.94K 0.39% 26
2024
Q4 		$1.11M Hold
10,896
– – 0.45% 22
2024
Q3 		$1.04M Sell
10,896
-3,016
-22% -$278K 0.41% 24
2024
Q2 		$1.29M Sell
13,912
-508
-4% -$43.8K 0.55% 21
2024
Q1 		$1.21M Sell
14,420
-2,662
-16% -$214K 0.53% 20
2023
Q4 		$1.28M Buy
+17,082
New +$1.22M 0.63% 19

Other funds holding IVW

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's IVW Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.41% in Q2 2026, selling an estimated $5.68K and leaving 10,456 shares worth $1.44M. The position accounts for 0.35% of the portfolio, ranked #27.

Henrickson Nauta Wealth Advisors first reported a position in IVW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.63M in Q4 2025. 694 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 10,456 shares of iShares S&P 500 Growth ETF worth $1.44M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 43 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $5.68K.
  • iShares S&P 500 Growth ETF made up 0.35% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Henrickson Nauta Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $2.63M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.